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- Create Insightly Contact
IActionInsightlyUpdated May 2026
How do I add an Insightly contact?
Short answer: Drop the "Insightly → Create Insightly Contact" action anywhere in your workflow, map the inputs from upstream nodes, and publish.
Inputs
The fields this action accepts.
Every field can be mapped from an upstream trigger, AI step, table row, or hard-coded literal.
| Field | Type | Required | Description |
|---|---|---|---|
First Name FIRST_NAME | string | Optional | Contact's first (given) name. |
Last Name LAST_NAME | string | Required | Contact's last (family) name. |
Email EMAIL_ADDRESS | string | Optional | The email address. Used as the recipient or identifier depending on context. |
Phone PHONE | string | Optional | Phone number in E.164 format (with country code, no spaces). |
Title TITLE | string | Optional | — |
Organisation ID ORGANISATION_ID | string | Optional | — |
Sample request
{"FIRST_NAME": "e.g. Jane","LAST_NAME": "e.g. Doe","EMAIL_ADDRESS": "e.g. user@example.com","PHONE": "e.g. +14155551234","TITLE": "{{trigger.TITLE}}"}
Returns
{"LAST_NAME": "Doe","CONTACT_ID": 12345,"FIRST_NAME": "Jane","EMAIL_ADDRESS": "jane@acme.com"}
Use these fields in downstream nodes for routing, logging, or error handling.
Triggered by
Apps that pair well as the trigger for Create Insightly Contact.
Any of these apps can fire this action as part of a workflow.
FAQ
Questions about Create Insightly Contact.
What does the Create Insightly Contact action do in Insightly?
Inserts a contact with email, name, custom fields. Insightly doesn't auto-dedupe — wrap in Search Contacts first if uncertain whether the contact exists.
What inputs does Create Insightly Contact require?
Required: Last Name. Every input accepts a static value or a variable from any upstream node in your workflow.
Can I use dynamic inputs from earlier workflow nodes?
Yes. Any field on this action can pull values from upstream nodes, whether that's a form response, a trigger payload, an AI output, or a lookup result.
What happens if Insightly returns an error?
The workflow pauses on the failed node, the error message is captured in the run log, and you can retry the run with one click. Auto-retry policies are configurable per workflow with exponential backoff up to 5 attempts.
Does Create Insightly Contact support batch operations?
Yes. Run Create Insightly Contact inside a Loop node to process arrays. Tiny Command handles Insightly's rate limits automatically so you don't have to throttle manually.
More actions
Other Insightly actions.
Action
Create Insightly Opportunity
Creates a sales opportunity with name, bid amount, currency, pipeline, stage. Useful for "qualified lead → auto-create opportunity in pipeline" workflows.
ActionCreate Insightly Organisation
Creates a company-level record (Insightly uses UK "Organisation" spelling). For "new B2B prospect → create company record before linking contacts" workflows.
ActionCreate Insightly Task
Creates a project-management task linked to contacts, organisations, or opportunities. Useful for "deal closed → auto-create kick-off task for delivery team" workflows.
ActionGet Insightly Contact
Returns a contact by ID with all standard and custom fields plus linked organisation. The standard lookup before update workflows.
ActionSearch Insightly Contacts
Lookup by field (email, name, custom field). The standard "find before update" pattern for upsert workflows.
Send create insightly contact from your workflows.
Triggered by anything in the catalog. Free tier available. No credit card.